Purchases and Sales Made in Q1 2023 in Toronto Dominion Bank (TD)
This table provides information about the institutional ownership of Toronto Dominion Bank (TD) during Q1 2023. The information is specifically focused on institutions that hold shares of TORONTO DOMINION BANK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
963+ 364.77% |
$54.3K - $67.5K
|
1.23K
$73.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
939+ 15.21% |
$52.9K - $65.9K
|
7.11K
$426K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
935+ 0.45% |
$52.7K - $65.6K
|
208K
$12.4M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
934New |
$52.6K - $65.5K
|
934
$56K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
920+ 5.66% |
$51.9K - $64.5K
|
17.2K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
918+ 2.98% |
$51.7K - $64.4K
|
31.7K
$1.9M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
900+ 0.32% |
$50.7K - $63.1K
|
286K
$17.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
899+ 1.06% |
$50.7K - $63K
|
85.9K
$5.15M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
840+ 8.89% |
$47.3K - $58.9K
|
10.3K
$617K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
834+ 5.62% |
$47K - $58.5K
|
15.7K
$939K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
831+ 19.19% |
$46.8K - $58.3K
|
5.16K
$309K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
795+ 12.14% |
$44.8K - $55.8K
|
7.34K
$440K
|
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
788+ 3.12% |
$44.4K - $55.3K
|
26K
$1.56M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
739+ 2.77% |
$41.7K - $51.8K
|
27.4K
$1.65M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
730New |
$41.1K - $51.2K
|
730
$43.8K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
707+ 7.59% |
$39.8K - $49.6K
|
10K
$601K
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
BUY
|
- |
694+ 0.47% |
$39.1K - $48.7K
|
150K
$8.97M
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
687+ 5.05% |
$38.7K - $48.2K
|
14.3K
$856K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
660+ 0.28% |
$37.2K - $46.3K
|
237K
$14.2M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
656+ 5.31% |
$37K - $46K
|
13K
$780K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
652+ 9.27% |
$36.7K - $45.7K
|
7.69K
$461K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
651+ 2.26% |
$36.7K - $45.7K
|
29.4K
$1.76M
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
BUY
|
- |
617+ 17.25% |
$34.8K - $43.3K
|
4.19K
$251K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
596+ 15.21% |
$33.6K - $41.8K
|
4.51K
$271K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
563+ 13.77% |
$31.7K - $39.5K
|
4.65K
$279K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
554+ 3.37% |
$31.2K - $38.9K
|
17K
$1.02M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
493+ 163.25% |
$27.8K - $34.6K
|
795
$47.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
490+ 17.53% |
$27.6K - $34.4K
|
3.29K
$197K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
452+ 3.99% |
$25.5K - $31.7K
|
11.8K
$707K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
436+ 13.2% |
$24.6K - $30.6K
|
3.74K
$224K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
407+ 7.4% |
$22.9K - $28.5K
|
5.9K
$354K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
404+ 9.48% |
$22.8K - $28.3K
|
4.66K
$280K
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
400+ 8.15% |
$22.5K - $28.1K
|
5.31K
$318K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
400New |
$22.5K - $28.1K
|
400
$24K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
388+ 17.16% |
$21.9K - $27.2K
|
2.65K
$159K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
387+ 2.24% |
$21.8K - $27.1K
|
17.7K
$1.06M
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
385+ 4.11% |
$21.7K - $27K
|
9.75K
$585K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
380+ 45.84% |
$21.4K - $26.6K
|
1.21K
$72.5K
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
374+ 0.63% |
$21.1K - $26.2K
|
60.2K
$3.61M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
362New |
$20.4K - $25.4K
|
362
$21.7K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
352+ 4.99% |
$19.8K - $24.7K
|
7.41K
$444K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
350New |
$19.7K - $24.5K
|
350
$21K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
330+ 0.0% |
$18.6K - $23.1K
|
69.5M
$4.17B
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
311+ 5.31% |
$17.5K - $21.8K
|
6.17K
$370K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
310+ 6.81% |
$17.5K - $21.7K
|
4.86K
$291K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
305+ 9.37% |
$17.2K - $21.4K
|
3.56K
$213K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
302+ 2.34% |
$17K - $21.2K
|
13.2K
$791K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
300New |
$16.9K - $21K
|
300
$18K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
300New |
$16.9K - $21K
|
300
$18K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
266New |
$15K - $18.7K
|
266
$15.9K
|